Brian William Katz

Mr. Brian W.
Katz, CFA, is a Chief Investment Officer and the President of Colony Investment Management at The Colony Group LLC.
He has over 25 years of asset allocation, manager selection, stock research, and portfolio construction experience.
Since 1997, he has been instrumental in crafting The Colony Group’s investment philosophy and process.
His responsibilities include the development of the firm’s investment offering, portfolio implementation, and educating advisors and clients.
He serves as the Chairman of The Colony Group’s Investment Committee and leads the team of portfolio managers and analysts.
Previously, he was a research analyst at Kobren Insight Management, where he was responsible for conducting quantitative and qualitative due diligence on investment managers and analyzing capital markets and the economy.
He also worked at Kanon Bloch Carré, where he developed and maintained a quantitative model for rating mutual funds that were published semi-annually in U.S.
News & World Report.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
He serves on the Investment Committee of the Massachusetts Service Alliance, a nonprofit organization that serves as the state commission on service and volunteerism.
He earned a Bachelor of Science in Business Administration, cum laude, from the University of Massachusetts at Amherst.